Join us in an insightful conversation on financial empowerment as we delve into the world of wealth-building and money management. In this episode, Meri-Li Forrest, CFP®, Founder & Financial Coach at Be Wealthy Financial Coaching, shares invaluable insights.
From demystifying the role of a Certified Financial Planner to crafting healthier relationships with money, Meri-Li illuminates key aspects of financial wellness. Uncover tips on handling financial uncertainty, paying yourself as an entrepreneur, and establishing robust money routines.
Discover the transformative benefits of working with a financial coach and embrace the journey toward financial empowerment. Tune in to gain essential tools for mastering your money mindset and achieving financial success.
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3:00 Getting into finance as a career
7:45 What's a CFP?
9:10 What goes into creating a financial plan?
11:30 Creating a healthier relationship with money
21:15 How to start managing your money
30:00 Preparing for financial uncertainty
36:15 Paying yourself as an entrepreneur
40:15 Crafting a money routine
44:10 Benefits of working with a financial coach
47:15 Wrap up